Kotak Infrastructure & Economic Reform Fund - Standard Plan

Sectoral / ThematicEquity Rank 79 of 157

NAV · Regular-Growth

—-0.25-0.35%

As of — · AMFI

NAV growth+9.6%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Steady

positive in 9 of 12 years

Beats its Sectoral / Thematic category on 1Y & 5Y but trails on 3Y.

1Y return

+9.6%

+0.1 vs cat

3Y CAGR

+16.7%

-0.4 vs cat

5Y CAGR

+19.0%

+4.2 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

21.3%

3Y std dev

Go deeper on Kotak Infrastructure & Economic Reform Fund - Standard Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Kotak Infrastructure & Economic Reform Fund - Standard Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Kotak Infrastructure & Economic Reform Fund - Standard Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Kotak Infrastructure & Economic Reform Fund - Standard Plan is a Sectoral / Thematic scheme from Kotak Mahindra. Long-run track record: about 19.0% CAGR over 5 years. Worst historical drawdown: -61% in Mar 2009, recovered in 19 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF178L01095

NAV (Direct-Growth)

₹70.8910

Last 1Y

+9.63%

Aug 25Min ₹58.13 · Max ₹71.14 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2009

-61.4%

Peak ₹10.12 on 27 Feb 2008 → trough ₹3.91 on 9 Mar 2009 (13 months down).

Recovered in 19 months· 6 Oct 2010

Mar 2020

-47.5%

Peak ₹24.21 on 12 Jan 2018 → trough ₹12.71 on 24 Mar 2020 (27 months down).

Recovered in 11 months· 11 Feb 2021

Aug 2013

-32.9%

Peak ₹10.27 on 10 Nov 2010 → trough ₹6.89 on 28 Aug 2013 (34 months down).

Recovered in 9 months· 16 May 2014

Mar 2025 — ongoing

-28.1%

Peak ₹72.77 on 27 Sept 2024 → trough ₹52.28 on 3 Mar 2025 (5 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.68%	-0.40%	32/ 286
1M	+3.09%	+2.47%	121/ 286
3M	+8.16%	+8.01%	125/ 286
6M	+5.78%	+6.33%	128/ 278
YTD	+8.46%	+6.03%	91/ 273
1Y	+9.63%	+9.52%	104/ 258
2Y	+1.64%	+5.82%	140/ 203
3Y	+16.73%	+17.18%	79/ 157
5Y	+18.97%	+14.76%	25/ 125
7Y	+20.77%	+18.88%	38/ 104
10Y	+15.15%	+14.74%	36/ 81

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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